LIA

LS Investment Advisors Portfolio holdings

AUM $710M
1-Year Est. Return 19.2%
This Quarter Est. Return
1 Year Est. Return
+19.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,927
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$1.22M
3
+$1.22M
4
FISV
Fiserv Inc
FISV
+$1.12M
5
MDT icon
Medtronic
MDT
+$1.09M

Top Sells

1
+$11.3M
2
+$6.62M
3
+$2.45M
4
GE icon
GE Aerospace
GE
+$2.25M
5
MCD icon
McDonald's
MCD
+$1.67M

Sector Composition

1 Healthcare 17.1%
2 Financials 15.6%
3 Technology 12.27%
4 Industrials 11.14%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$11K ﹤0.01%
638
1627
$11K ﹤0.01%
107
1628
$11K ﹤0.01%
113
1629
$11K ﹤0.01%
839
1630
$11K ﹤0.01%
1,500
1631
$11K ﹤0.01%
707
1632
$11K ﹤0.01%
600
1633
$11K ﹤0.01%
340
1634
$11K ﹤0.01%
194
+1
1635
$11K ﹤0.01%
725
1636
$11K ﹤0.01%
290
1637
$11K ﹤0.01%
1,885
1638
$11K ﹤0.01%
663
1639
$11K ﹤0.01%
1,070
1640
$11K ﹤0.01%
162
1641
$11K ﹤0.01%
2,025
1642
$11K ﹤0.01%
323
1643
$11K ﹤0.01%
257
1644
$11K ﹤0.01%
800
1645
$11K ﹤0.01%
249
1646
$11K ﹤0.01%
700
1647
$10K ﹤0.01%
843
1648
$10K ﹤0.01%
400
1649
$10K ﹤0.01%
350
1650
$10K ﹤0.01%
435
64 65
66
67 68